2020-08-12T10:34:38-05:00 2019-09-30 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990 2018-10-01 043102433 DANA-FARBER INC % MELISSA CHAMMAS DANA 6176323000 450 Brookline Ave Suite BP418 Boston MA 02215 MICHAEL RENEY CFO 6176323000 2020-08-04 true BARBARA E HUNT P00916443 6172662000 2020-07-30 76.19.246.55 04750420202255000007 2020-08-12 P 120CEB144A09B0F247B212AAF84468814E75FA3B 79DE44365921E24D8255237D08E513902394227B 2018 2020-09-23 17:36:50Z Laurie H Glimcher MD 450 Brookline AveBP418 Boston MA 02215 264488012 false X N/A X 1990 MA The purpose & Activities of Dana-Farber, Inc. are to promote and support the exempt missions of Dana-Farber Cancer Institute and to provide investment management services. 4 3 0 3 -1761453 0 0 0 0 0 64635576 80593901 0 0 64635576 80593901 0 0 0 0 0 0 0 0 0 9911455 11510895 9911455 11510895 54724121 69083006 1333082616 1433066609 1333082616 1433066609 0 0 THE PURPOSE AND ACTIVITIES OF DANA-FARBER, INC. ARE TO PROMOTE AND SUPPORT THE EXEMPT MISSIONS OF DANA-FARBER CANCER INSTITUTE AND TO PROVIDE INVESTMENT MANAGEMENT SERVICES TO SUPPORT SUCH PURPOSES. false false 11510895 0 0 Provides support to Dana-Farber Cancer Institute through investment management services. 0 0 0 11510895 true false false false false false false false false true false true false false true false false true false false true false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 true true false false false false false false false false false false false X 4 3 true false false false true true true true true false false true true true true true true false false false CA MA X MELISSA CHAMMAS 6175828311 450 BROOKLINE AVE BP418 Boston MA 02215 Laurie H Glimcher MD TRUSTEE, PRESIDENT AND CEO 2.0 50.0 X X 0 1476603 290345 John O'Connor TRUSTEE & TREASURER 2.0 2.0 X X 0 0 0 Christopher Hadley Trustee 1.0 1.0 X 0 0 0 Joshua Bekenstein Chairman & Trustee 2.0 2.0 X X 0 0 0 Richard S Boskey Esq Assistant Secretary 2.0 50.0 X 0 593401 68586 Neal J Curtin Esq Secretary 1.0 1.0 X 0 0 0 Michael Reney Assistant Treasurer 2.0 50.0 X 0 787393 45392 KAREN BIRD FORMER OFFICER 0.0 0.0 X 0 406255 33678 Edward J Benz JR MD Former 0.0 50.0 X 0 1526785 56454 0 4790437 494455 0 true true false General Catalyst Group 20 university rd ste 450 CAMBRIDGE MA 02138 investment advisory 1067856 CAMBRIDGE ASSOCIATES 100 SUMMER ST 13 BOSTON MA 02110 CONSULTING FEES 898500 TIGER GLOBAL PIP 9 WEST 57TH ST 35TH FL NEW YORK NY 10019 INVESTMENT ADVISORY 818110 THRIVE CAPITAL PARTNERS 295 LAFAYETTE ST NEW YORK NY 10012 INVESTMENT ADVISORY 626401 POLARIS PARTNERS One Marina Park Drive 10t Fl BOSTON MA 02210 INVESTMENT ADVISORY 611433 26 0 0 19259795 -1761453 21021248 0 0 0 0 0 245228217 183894111 61334106 61334106 61334106 0 0 0 0 0 0 0 0 0 0 80593901 -1761453 82355354 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11510895 11510895 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11510895 11510895 0 0 0 0 17414757 23329192 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 297746626 303346917 1017921233 1106390500 0 0 0 0 0 0 1333082616 1433066609 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1333082616 1433066609 1333082616 1433066609 0 0 1333082616 1433066609 X 69083006 14048930 -83131936 X X false true X true false X X X 1 DANA-FARBER CANCER INSTITUTE INC 042263040 3 true 118825729 0 1 118825729 true false false false false false false false false false false false false false false true false Part I, LINE 12g Dana-Farber, Inc. ("DFI") supports only Dana-Farber Cancer Institute, Inc. ("DFCI") by providing investment management services. The provision of investment management services to DFCI is DFI's sole activity. 0 0 COMMINGLED FUNDS 370945180 F HEDGE FUNDS 408123810 F PRIV EQUITY & VENTURE CAP FUND 247409191 F NATURAL RESOURCES 41245057 F REAL ESTATE FUNDS 38667262 F 1106390500 0 HELD AS AGENT FOR DFCI 1433066609 1433066609 Schedule D, Part V Endowment Funds Investment Assets are reported on the Dana-Farber Cancer Institute, Inc 990. Central America and the Caribbean 0 0 Investments 375057383 East Asia and the Pacific 0 0 Investments 4767032 Europe (Including Iceland and Greenland) 0 0 Investments 69745323 Sub-Saharan Africa 0 0 Investments 12344792 0 0 0 0 461914530 461914530 true false true true true false false true false false false false false false false KAREN BIRD FORMER OFFICER 0 401307 0 0 0 4948 0 0 0 33678 0 439933 0 0 Richard S Boskey Esq Assistant Secretary 0 513146 0 38232 0 42023 0 38955 0 29631 0 661987 0 0 Michael Reney Assistant Treasurer 0 642739 0 46807 0 97847 0 38955 0 6437 0 832785 0 0 Laurie H Glimcher MD TRUSTEE, PRESIDENT AND CEO 0 1175888 0 173019 0 127696 0 277441 0 12904 0 1766948 0 0 Edward J Benz JR MD Former 0 944229 0 0 0 582556 0 38955 0 17499 0 1583239 0 0 Schedule J, Line 4B The following individuals participate in DFCI's 457(f) plan; taxable amounts are included in reportable compensation in schedule J,Part II, Column (B)(III): Benz, Edward J. JR., MD 83,992 Boskey, Richard S., ESQ 30,852 Gilmcher, Laurie, MD 113,218 Reney, Michael 95,306 Part VI, Line 2 DR. LAURIE GLIMCHER, MR. RICHARD BOSKEY AND MR. MICHAEL RENEY WERE EMPLOYED BY DFCI, AN ENTITY OVER WHICH THE OTHER TRUSTEES OF DFI WERE ALSO TRUSTEES. PART VI LINE 7A AND 7B DFCI IS THE SOLE CORPORATE MEMBER OF DFI AND DFCI AS SOLE MEMBER HAS CERTAIN GOVERNANCE DECISIONS RESERVED TO IT UNDER STATE LAW. PART VI LINE 11 PROCESS USED TO REVIEW THE FORM 990 THE DANA-FARBER CANCER INSTITUTE TAX DEPARTMENT PROVIDES ALL FINANCIAL ANALYSIS AND OTHER INFORMATION TO BE INCLUDED ON THE TAX RETURN TO ITS EXTERNAL TAX PREPARER, ERNST & YOUNG LLP, WHICH PREPARES THE DRAFT RETURN. The draft return is reviewed by the DFCI Tax Manager, as well as the DFCI Office of General Counsel and then the Chief Financial Officer approves the return. FORM 990, PART VI, LINE 12C MONITORING & ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE OFFICE OF GENERAL COUNSEL AND THE TAX DEPARTMENT DRAFT A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE EACH YEAR AND REQUIRES THAT ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES FILL OUT A QUESTIONNAIRE IN ORDER TO IDENTIFY POTENTIAL DISCLOSURES FOR DFI'S RETURNS. THE OFFICE OFGENERAL COUNSEL COMPILES THE LIST OF DISCLOSURES AND GATHERS FINANCIAL DATA FROM THE ACCOUNTS PAYABLE AND PAYROLL DEPARTMENT FOR ALL ORGANIZATIONS, EMPLOYEES, INDEPENDENT CONTRACTORS, AND OTHER MISCELLANEOUS TRANSACTIONS WHICH WERE DISCLOSED BY ALL INDIVIDUALS. ONCE ALL OF THIS INFORMATION IS COMPILED, THE OFFICE OF GENERAL COUNSEL AND THE TAX DEPARTMENT GOES THROUGH EACH TRANSACTION AND DISCLOSURE TO DETERMINE WHAT NEEDS TO BE DISCLOSED ON THE TAX RETURN. THE TAX DEPARTMENT AND THE OFFICE OF GENERAL COUNSEL ALSO DISCUSSES IF THERE ARE ANY OTHER KNOWN TRANSACTIONS THAT HAVE NOT BEEN DISCLOSED. IF THERE ARE ANY QUESTIONS REGARDING SUCH SITUATION, THE OFFICE OF GENERAL COUNSEL WILL DISCUSS THE QUESTIONS WITH THE INDIVIDUAL TRUSTEES, OFFICERS AND KEY EMPLOYEES INVOLVED. IN ADDITION, THE PROCESS DESCRIBED ABOVE, THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS ANY NEW CONFLICT OF INTEREST DISCLOSURES AND THEY ADDRESS ANY ISSUES THAT MAY ARISE. THE GOVERNANCE COMMITTEE IS ALSO RESPONSIBLE TO BRING ANY MAJOR ISSUES RELATED TO THE CONFLICT OF INTEREST POLICY TO THE EXECUTIVE COMMITTEE AND THE ENTIRE BOARD IF DEEMED NECESSARY. PER DFI'S CONFLICT OF INTEREST POLICY, IN ORDER TO AVOID A CONFLICT OF INTEREST OR AN APPEARANCE OF A CONFLICT OF INTEREST: 1. A TRUSTEE SHOULD NOT PARTICIPATE IN A VOTE ON A TRANSACTION IN WHICH THE TRUSTEE OR FAMILY MEMBER HAS A FINANCIAL INTEREST AND SHOULD DISCLOSE ANY POTENTIAL CONFLICT BEFORE DFCI ACTS ON THE TRANSACTION. 2. A TRUSTEE, A MEMBER OF HIS OR HER FAMILY, OR AN ENTITY WITH WHICH ONE OR MORE OF THEM HAS A MATERIAL INTEREST, MAY NOT DO BUSINESS WITH DFCI UNLESS EXPRESSLY AUTHORIZED BY DFCI AFTER FULL DISCLOSURE. 3. A TRUSTEE SHOULD FULLY DISCLOSE HIS OR HER ASSOCIATION (INCLUDING EMPLOYMENT, CONSULTING, OR MEMBERSHIP ON A GOVERNING BOARD BY THE TRUSTEE OR A FAMILY MEMBER) WITH AN ENTITY THAT COMPETES WITH OR HAS INTERESTS CONFLICTING WITH THOSE OF DFCI AND SHOULD REFRAIN FROM PARTICIPATING IN ANY VOTE IF THE VOTE AFFECTS DFCI. ONCE A DISCLOSURE HAS BEEN MADE, DFCI'S OFFICE OF GENERAL COUNSEL REVIEWS SUCH CONFLICT WITH THE CHAIR OF THE BOARD WHO DETERMINES IF A CONFLICT EXISTS. WHEN A CONFLICT EXISTS, THE APPROPRIATE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES IF A MORE ADVANTAGEOUS ALTERNATIVE WITHOUT A CONFLICT OF INTEREST EXISTS AND WHETHER ENTERING INTO THE ARRANGEMENT IS IN THE BEST INTEREST OF DANA-FARBER. PART VI, QUESTION 19 GOVERNING DOCUMENTS WE CURRENTLY PROVIDE THE GOVERNING DOCUMENTS UPON REQUEST. THE GOVERNING DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC ON THE SECRETARY OF THE COMMONWEALTH'S WEBSITE. CONFLICT OF INTEREST POLICY DFI'S CONFLICT OF INTEREST POLICY CAN BE FOUND WITHIN DANA-FARBER CANCER INSTITUTE, INC. & ITS AFFILIATES CODE OF CONDUCT, WHICH IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS - THE ORGANIZATION USES THE SERVICES OF DIGITAL ASSURANCE CERTIFICATION LLC (DAC) TO REPORT ANNUAL AUDITED FINANCIAL STATEMENTS AND OTHER RELEVANT ORGANIZATIONAL INFORMATION AS REQUIRED BY CERTAIN REGULATORY AND TAX LAWS. DAC IS A WEBSITE (WWW.DACBOND.COM) FREE TO THE PUBLIC THAT PUBLISHES TAX-EXEMPT BOND ISSUERS' FINANCIAL AND LEGAL DOCUMENTS SUCH AS THE AUDITED FINANCIAL STATEMENTS. FISCAL YEAR 2001 THROUGH THE LATEST ISSUE DATE OF THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS FOR DANA-FARBER CANCER INSTITUTE, INC. AND DANA-FARBER, INC. CAN BE FOUND ON THE DAC WEBSITE. Part XI, Line 9 OTHER CHANGES IN NET ASSETS INCLUDE TRANSFER OF NET ASSETS TO DFCI ($83,131,936) Part XII, Line 2 DFI is included in the consolidated Audited Financial Statements of DFCI. Dana-Farber Cancer Institute Inc 450 Brookline Avenue BP418 Boston MA 02215 042263040 Cancer Care MA 501(c)(3) 7 NA false Dana-Farber Trust Inc 450 Brooklinr MA BP418 Boston MA 02215 300195757 REC R/E Gift MA 501(c)(3) 12a, type 1 DFCI true Friends of Dana-Farber Cancer Institute 450 Brooline Avenue BP418 Boston MA 02215 371613621 Fundraising MA 501(c)(3) 12a, type 1 DFCI true Dana-Farber Cancer Care Network Inc 450 Brookline Ave BP418 Boston MA 02215 465138314 Cancer Care MA 501(c)(3) 10 DFCI true false false false false false false false false false false false false false false false false true true Dana-Farber Cancer Institute Inc r 272062587 cash Dana-Farber Cancer Institute Inc s 70104922 cash